SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,097 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,827,519 | +5.4% | 30,095 | +8.7% | 1.86% | +3.7% |
| Q1 2024 | $3,632,479 | +10.1% | 27,678 | +4.8% | 1.80% | +0.7% |
| Q4 2023 | $3,300,206 | +15.6% | 26,408 | +6.4% | 1.78% | +2.8% |
| Q3 2023 | $2,854,489 | +2.0% | 24,819 | +8.7% | 1.74% | +6.0% |
| Q2 2023 | $2,798,677 | +8.3% | 22,831 | +9.3% | 1.64% | -1.3% |
| Q1 2023 | $2,584,086 | +3.9% | 20,888 | +5.0% | 1.66% | -10.0% |
| Q4 2022 | $2,487,885 | +13.0% | 19,886 | +0.7% | 1.84% | +13.6% |
| Q3 2022 | $2,201,000 | -4.0% | 19,741 | +2.2% | 1.62% | +0.6% |
| Q2 2022 | $2,293,000 | -0.2% | 19,323 | +7.7% | 1.61% | +19.6% |
| Q1 2022 | $2,298,000 | +10.6% | 17,941 | +11.6% | 1.35% | +17.6% |
| Q4 2021 | $2,077,000 | +12.9% | 16,083 | +2.8% | 1.14% | +3.9% |
| Q3 2021 | $1,839,000 | +4.9% | 15,646 | +9.1% | 1.10% | +4.2% |
| Q2 2021 | $1,753,000 | +19.0% | 14,339 | +14.9% | 1.06% | +7.7% |
| Q1 2021 | $1,473,000 | +40.7% | 12,478 | +26.2% | 0.98% | +30.6% |
| Q4 2020 | $1,047,000 | +19.8% | 9,888 | +4.5% | 0.75% | +4.6% |
| Q3 2020 | $874,000 | +51.5% | 9,461 | +49.6% | 0.72% | +32.9% |
| Q2 2020 | $577,000 | +14.0% | 6,326 | -0.1% | 0.54% | -7.8% |
| Q1 2020 | $506,000 | -26.0% | 6,331 | -0.4% | 0.59% | -8.6% |
| Q4 2019 | $684,000 | – | 6,357 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |